Private Strategy Assessment | Aviatrix Creatives

Prepared for your upcoming strategy session

Welcome, there.

Before we talk strategy, I’d like to understand how your business currently generates opportunities, manages enquiries, converts customers, and supports growth.

Your responses help me prepare a focused conversation around your business instead of a generic discovery call.

PrivateYour answers are reviewed before the call.

6–8 minutesThe assessment is designed to be focused, not overwhelming.

Focused reviewYour responses help prepare your Revenue Flight Plan™.

Business Overview

Let’s start with how your business is operating today.

This first section gives context for the rest of the assessment. It helps me understand the size, stage, and current focus of the business before reviewing the revenue journey.

Your name

Best email address

Business name

Website or main online page

Website, Facebook page, booking page, or Google Business Profile link is fine.

Approximately how many new enquiries does your business receive each month?

What is the main business goal for the next 90 days?

Attract

How are new opportunities finding you?

This section reviews how consistently the business creates opportunities before anyone becomes a lead, enquiry, or booked customer.

Where do most new enquiries currently come from?

Select all that apply.

Google Search / Google Business Profile Website forms Facebook / Instagram Paid ads Referrals Walk-ins or phone calls I'm not sure

How consistent are new enquiries?

How would you describe the quality of incoming leads?

Capture

What happens after someone reaches out?

This section helps identify whether opportunities are being captured, assigned, and responded to before they go cold.

How are leads captured when someone shows interest?

Select all that apply.

Website form Booking calendar CRM form Phone call Social media DM Manual notes / spreadsheet

How quickly does the business usually respond to a new enquiry?

What usually happens when the business misses a call or enquiry?

Who is responsible for responding to new enquiries?

Convert

Where do interested prospects become paying customers?

This section reviews what happens between enquiry and sale: booking, quoting, consultation, follow-up, and opportunity tracking.

How does a qualified lead usually become booked or scheduled?

Where do you currently track leads and customer opportunities?

How many follow-up attempts usually happen if a lead does not respond?

Where do leads most often stall?

Deliver

What happens after someone says yes?

This section reviews the customer experience after purchase, booking, consultation, or service request — including reminders, reviews, referrals, and repeat business.

Do customers receive appointment, visit, or consultation reminders?

After a customer books or buys, do they receive a clear next step?

Do happy customers receive review requests?

Do you have a process for repeat business, referrals, or reactivation?

Final Context

What should I know before our strategy session?

This final section gives space for context that numbers cannot always capture. These answers help shape the conversation during your strategy session.

In your own words, what feels like the biggest bottleneck in the business right now?

If our strategy session is successful, what clarity would you want to walk away with?

Anything else I should know before reviewing your assessment?

Private review

Submit your assessment for review.

Once submitted, I’ll review your responses before the strategy session and prepare the Revenue Flight Plan™ around your business.

01Your answers are submitted privately.

02Your revenue journey is reviewed using the Aviatrix Method™.

03Your strategy session focuses on what matters most.